[Remote] Sales Account Executive

Note: The job is a remote job and is open to candidates in USA. Gelt is redefining tax optimization and financial wellness for high-income individuals and businesses. As a Sales Account Executive, you'll drive revenue growth by identifying and closing new business opportunities while collaborating with cross-functional teams to enhance client experiences.ResponsibilitiesProspect, qualify, and close new client opportunities through inbound leads and targeted outbound effortsOwn the full sales cycle: from initial discovery and needs assessment to solution presentation, proposal, and closeConsult with prospects to understand their financial and tax goals, articulating how Gelt’s services and solutions can help achieve themMaintain a strong pipeline of opportunities using CRM tools, ensuring timely follow-ups and excellent pipeline hygieneCollaborate cross-functionally with the advisory tax team, Customer Success, and Marketing team to align on client needs and optimize the handoff processMeet or exceed monthly and quarterly sales targets and KPIsStay up-to-date on industry trends, client personas, and Gelt’s evolving service offerings to deliver high-impact, value-driven conversationsChampion the Gelt brand, embodying our mission of proactive, trustworthy, and insightful financial serviceSkillsCPA a must2-5 years of full-cycle sales experience, ideally at a financial services, fintech, professional services, or SaaS companyProven track record of consistently meeting or exceeding quotasStrong consultative selling skills with the ability to uncover pain points, articulate value, and tailor solutions to complex client needsExceptional communication skills: clear, persuasive, and empathetic across verbal and written formatsOrganized, self-motivated, and comfortable operating in a fast-paced, growth-stage environmentExperience working with CRM systems (e.g., HubSpot, Salesforce) and sales enablement toolsAbility to manage multiple opportunities simultaneously while maintaining strong attention to detailFinancial services experience or familiarity with tax, accounting, or wealth management is a strong plusBenefitsHealth, dental, and vision insurance.401(k) with company match.Generous PTO policy and flexible work schedule.Growth opportunities within a rapidly scaling company.Work with a smart, supportive, and driven team that's passionate about building something great.Company OverviewGelt is a software company that offers technology solutions for managing business tax balances, retirement accounts, and other assets. It was founded in 2020, and is headquartered in Miami, Florida, USA, with a workforce of 11-50 employees. Its website is https://www.joingelt.com.